Forum Discussion
Create a child table of projects called project months. The truck now is how do we automatically get the correct number of projects months and have them labelled with the first day of the month for every month that the project will be active whether it be one month for 15 years.
The concept that I use is to have a table of months for as long as the longest possible project could take. There's no cost to the records of those tables so make it 1000 records. Perhaps call this standard project month template.
Automation would update a single field and a single record on a single table with the record ID of the focus project. The record idea of that single record in this automation control table will be 1 obviously as you will enter one and only one record.
Then do a reverse relationship to the table so that one project has many admin focus records. Even though there is only one admin focus record. Look up key information from the focus project into that single record. Then look up information from that single record down to the 1000 month field. table. There will be a formula on those thousand records to calculate the first day of the month starting at the project start date and ending at the project and date. Any of the 1000 month records which are not needed will calculate to know dates.
Then the automation will Delete any project month records that already exist and then it will run to save table to table copy to re-create child project month records for the focus project..
So one project has many project month records and they will be maintained by the automation so that each project has the correct number of project month records as children they will have the correct dates on them and they can then self calculate their prorated share of the project cost divided by the number of project month record.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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I am trying to calculate the Due date based on the value "Recruitment Status" and then adding the number of days based on the selected status. I created the below formula but it is showing me an error:
I need help with revising the formula and suggesting the field type if I want a due date as the result
CASE WHEN [Recruitment Status] = "Pre-Post" THEN [Date extracted] + Days(7) WHEN [Recruitment Status] = "Post" THEN [Date extracted] + Days(1) WHEN [Recruitment Status] = "Selection" THEN [Date extracted] + Days(21) WHEN [Recruitment Status] = "Pre-Employment" THEN [Date extracted] + Days(21) WHEN [Recruitment Status] = "DCHR" THEN [Date extracted] + Days(7) WHEN [Recruitment Status] = "Post-Offer" THEN [Date extracted] + Days(7)
ELSE
END
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Chaitali Damani
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- ChayceDuncan8 months agoQrew Captain
Update your case statement as follows:
Case([Recruitment Status],
"Pre-Post", [Date Extracted] + Days(7),
"Post",[Date Extracted]+Days(1),
......
,null)
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Chayce Duncan
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